Q3 2022 Wealth Management Update Nov 02, 2022 During the Covid Pandemic, low interest rates caused fixed income to be less attractive from an income perspective. But now, with the rise of interest rates, high-quality bonds are a great way to… Read more Q2 - 2022 Wealth Management Update Jul 26, 2022 Investing for your retirement isn’t about getting rich quickly, but rather part of a long-term game plan. This issue of Wealth Management Updates provides insight of what the Markets are doing, what… Read more Q1 - 2022 Wealth Management Update Apr 28, 2022 WEALTH MANAGEMENT - WHAT DOES IT MEAN? Wealth Management is a term used to describe an integrated approach to understand, plan, and implement a… Read more Q4-2021 Wealth Management Update By The Trust Company on Jan 14, 2022 2021 FOURTH QUARTER MARKET REVIEW By Toby Marks, MSIE, Vice President, Chief Systems Officer & Portfolio Manager Markets traded to record highs during… Read more Digital Assets Dec 14, 2021 Caring for ALL Your Assets At The Trust Company, we’re often asked, “What is it, exactly, that you do?” In simple terms, we help people manage their assets. We do financial planning, manage… Read more Financial Planning for Military Families By Shelley Carver on Nov 09, 2021 Being a military spouse is like learning a foreign language. You learn to navigate a world full of acronyms and complexities unique to the job. Learning how to translate these into civilian life can… Read more Should You Consider Refinancing Your Home? By Samantha Varacalli on Nov 02, 2021 Reasons for Refinancing Thinking about refinancing your home? Or maybe you don’t even know if that is something you should consider. In this article, we will discuss a few reasons why refinancing… Read more Q-3 2021 Company News By The Trust Company on Oct 12, 2021 Welcome, New Staff! SUMMON MAHMOOD, J.D. Assoc. Trust Officer & Wealth Advisor, Manhattan Summon received her Juris Doctor from Oklahoma City University… Read more Do You Need to Review Your Medicare Part D Options? By Mackenzie Blakeslee on Oct 12, 2021 By Mackenzie Blakeslee, MS, CFP® Associate Director of Financial Planning & Associate Trust Officer The end of each calendar year brings with it lots of holidays, year-end tax planning, and many… Read more Q3-2021 Wealth Management Update By Michael Carlisle on Oct 12, 2021 2021 Third Quarter Market Review By Michael Carlisle, Vice President & Investment Committee Chair As the third quarter ends, we invoke the Bard’s famous question as it relates to inflation in… Read more Pagination Current page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 … Next page ›› Last page Last »
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